Monthly Update
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❌ October -1,86%
✅ 2025: +24,88%
✅ Return 2Y: +1.979,49%
✅ Copiers: 349
After six consecutive months in the green, our portfolio has turned red on a monthly basis for the first time again. But I don’t mind red months — as they say, blood in the streets means new buying opportunities.
Even though the portfolio closed in red, we still realized some very nice profits this month. We closed positions in $AAPL (Apple) , $AMZN (Amazon.com Inc) Eli Lilly, Intuitive Surgical, Qualcomm, and a few smaller ones. Our realized equity grew by 2.40%, which is still a solid result.
As for crypto — many expected October to follow tradition as “Uptober.” That wasn’t the case this year. It’s another reminder that you don’t control the market — and the market rarely does what most people expect. Still, $SOL is trading around $180, and we remain bullish on crypto. Fundamentally, nothing has changed, and the ETF is still on track, expected by Q1 2026 at the latest. We also added one Bonk and one Pepe position this month.
$ADBE (Adobe Systems Inc) remains our largest investment. Earnings are scheduled for December 10th, so there’s still some time to go. Other key earnings in our portfolio include Zoetis on November 4th and Salesforce on December 2nd.
Because we realized additional profits this month, we now have 16.13% free equity, giving us plenty of flexibility to wait for new opportunities. Recently, we added positions in Meta, Ferrari, Booking, and Netflix — with Meta already purchased in two tranches between yesterday and today.
Finally, a quick note on the copy situation: I’m currently blocked from being copied because I’ve reached my AUM limit as a Champion Popular Investor. To move up to Elite level, I need to meet the equity requirement of $50K average equity and complete the Investment Management Qualification (IMQ) exams. At the moment, my AUC is $557K, so copying will likely become possible again once this drops below $400K.
In any case, I’ll continue to provide monthly updates on both performance and status.
You can find my copy information below.
If you have any questions, feel free to reach out anytime.
📊 𝘾𝙤𝙥𝙮 𝙞𝙣𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙤𝙣
✓ Copy open trades
✓ Long term copy
✓ No stop loss, have faith
✓ One stock or crypto is max +/- 10% of our portfolio
✓ Don't check daily, I will do that for you, just enjoy life
Regards,
Steve... Show More
Hi there I already have funds in this portfolio, and I’d like to add more. When would be the best time to do it?... Show More
1 reply
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Tue Feb 10 2026 00:49:27 GMT+0000 (Coordinated Universal Time)
